-12.9%
CHYM vs VT
+30.5%
-43.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -3.3% |
| 7D | +2.1% | +1.0% | +1.0% | +0.1% |
| 30D | +11.0% | -0.2% | +11.3% | +11.6% |
| 3M | +83.9% | +4.5% | +79.3% | +67.7% |
| 6M | +45.3% | +14.1% | +31.3% | +10.1% |
| YTD | +28.4% | +14.8% | +13.6% | -5.3% |
| 1Y | +32.2% | +21.2% | +11.0% | -14.2% |
| All | -12.9% | +30.5% | -43.4% | -52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling